Christine Mccasland

JACOBI CAPITAL MANAGEMENT

PITTSTON, PA 18640

CRD#: 4032151

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Professional summary

Christine Mccasland, who also goes by Christine M Cognetti, Christine Marie Cognetti, Christine M Cognetti Mccasland, Christine C Mccasland, Christine Cognetti Mccasland, Christine Mccasland, is a registered financial advisor currently at JACOBI CAPITAL MANAGEMENT, LLC located in Pittston, Pennsylvania and LPL FINANCIAL LLC located in Pittston, Pennsylvania.

Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christine has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Mccasland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 23, 2026 - Present

JACOBI CAPITAL MANAGEMENT, LLC

Office #1: 154 Enterprise Way, Pittston, PA 18640

RIA

CRD#: 147663

PITTSTON, PA

Current

June 17, 2026 - Present

LPL FINANCIAL LLC

Office #1: 154 Enterprise Way, Pittston, PA 18640

RIA

CRD#: 6413

PITTSTON, PA

Past

January 19, 2022 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

New York, NY

Past

June 1, 2009 - February 16, 2026

MORGAN STANLEY

RIA

CRD#: 149777

Scranton, PA

Past

June 1, 2009 - February 16, 2026

MORGAN STANLEY

CRD#: 149777

Scranton, PA

Past

March 29, 2006 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PURCHASE, NY

Past

November 2, 2005 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

October 7, 2004 - September 28, 2005

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

NEW YORK, NY

Past

January 17, 2003 - September 28, 2005

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

December 16, 1999 - January 17, 2003

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JACOBI CAPITAL MANAGEMENT, LLC

JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS

CRD#: 147663 / SEC#: 801-69398

RIA

Registered Investment Advisory firm - (8/7/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Pennsylvania
(6/17/2026)

IAR

Pennsylvania
(6/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/6/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/13/2008

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

JACOBI CAPITAL MANAGEMENT, LLC

JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS

CRD#: 147663 / SEC#: 801-69398

RIA

Registered Investment Advisory firm - (8/7/2008 Approved)

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Contact information

Main Address

154 Enterprise Way, Pittston, PA 18640

Mailing Address

Phone number

(570) 826-1801

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JACOBI CAPITAL MANAGEMENT LLC FORM ADV PART 2A & APPENDIX (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,314
AUM (Assets Under Management)	$ 2,190,387,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christine Mccasland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Mccasland's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

E*TRADE SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

Primary Firm SEC Registration

JACOBI CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2004

Series 63

Date: 1/13/2000

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/15/1999

Series 10

Date: 11/6/2008

Series 9

Date: 10/13/2008

FINRA

Current Firm

JACOBI CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACOBI CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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